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Wealthcare Advisory Partners’s Levi Strauss LEVI Stock Holding History

Wealthcare Advisory Partners’s Portfolio LEVI Stock Details LEVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-100
Closed -$1K – 908
2020
Q1 		$1K Buy
+100
New +$1.77K ﹤0.01% 1410

Other funds holding LEVI

Wellington Management Group
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
KAH
Kathryn A. Hall $186M AUM 12.55% 1-Year Est. Return

Wealthcare Advisory Partners's LEVI Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of Levi Strauss (LEVI) in Q2 2020, closing a stake of 100 shares — an estimated $1K sold.

Wealthcare Advisory Partners first reported a position in LEVI in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 150 funds tracked by Wall St. Rank hold LEVI as of Q2 2020.

  • Wealthcare Advisory Partners reported no remaining Levi Strauss position as of Q2 2020 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 100 Levi Strauss shares in Q2 2020, an estimated $1K.
  • Wealthcare Advisory Partners first reported a position in Levi Strauss in Q1 2020 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Levi Strauss position peaked at $1K in Q1 2020.
  • 150 funds tracked by Wall St. Rank held Levi Strauss as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.